Adam Brooks

3 weeks ago | dzambhalafinance.com | Adam Brooks |Neer Varshney

Ming-Chi Kuo, the well-regarded Apple analyst, is not buying into the recent buzz about the iPhone maker entering into a $1 billion deal with Nvidia. The rumored purchase involves Apple’s acquisition of Nvidia’s GB300 NVL72, amounting to around 250 racks or 18,000 GPUs. In Kuo’s view, this order size barely registers on the scale needed to make a dent in Apple’s AI strategy. Such a purchase pales compared to other tech giants’ AI ambitions, the analyst noted.